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Personal Financial Advisor

3 weeks ago

Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
Job Summary

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. is seeking a Personal Financial Advisor to join our team. The ideal candidate will have experience in providing tailored financial solutions and building strong relationships with clients.

Key Responsibilities:
  • Actively seek new business opportunities and cross-sell banking products, including loans, investments, and insurance, to enhance portfolio value.
  • Build and maintain strong relationships with individuals and key clients, providing personalized service and financial advice to help them achieve their financial goals.
  • Provide expert advice on financial products, investments, and wealth management strategies, leveraging the bank's offerings to meet clients' long-term objectives.
  • Ensure excellent customer service by promptly addressing client inquiries, concerns, and needs while maintaining high levels of satisfaction.
  • Manage and monitor clients' portfolios, reviewing their financial positions regularly and recommending adjustments as needed.
  • Ensure that all client interactions and transactions are in line with regulatory requirements and the bank's policies, minimizing risks and ensuring compliance.
  • Work closely with other internal teams such as product specialists, risk managers, and service staff to provide clients with a comprehensive banking experience.
  • Stay informed about the latest market trends, financial products, and services to offer clients the most up-to-date advice.
Requirements:
  • Bachelor's Degree Holder
  • Preferably 1 year in Banking and Finance as a Relationship Manager
  • Willing to work on a flexible schedule that includes weekends